Category Posts

The goal of central banks over these next two weeks will be to close the "gap" between fantasy and reality: Weekend Barron's Magazine:...

Fresh new S&P 500 highs at the open. Still as yet unconfirmed by the equal weight S&P 500, NYSE Composite and the Nasdaq Composite. It's...

Monday Tuesday BOJ Rate decision Netflix earnings Wednesday U.S. GDP Bank of Canada rate decision Tesla earnings Thursday ECB Rate...

This is the closing report for the week ending January 19th, 2024 It was a huge week for risk appetite. The annual Davos confab came and...

While the bifurcation between Tech and everything else grew in the U.S., the bifurcation between China and the rest of the world grew as...

"A so-called soft landing — where inflation returns the Fed's 2% target without a sharp economic downturn — has become close to a...

Morning Report for Friday January 19th, 2024 Market summary: Another day, another bifurcated melt-up. The "market" is simultaneously...

Active Managers are fleeing the scene of the crime. Updated as of January 18th, 2024

Retail bulls-bears Updated as of January 18th, 2024 Just starting to rollover, with the SPX pinned to all time highs.

This is the closing report for January 18th, 2024 Market Summary: Yesterday my closing market report was called "Global RISK OFF". One...

Morning Report for January 18th, 2024 Market summary: Unlike the past few days when the futures tanked at the open, today is starting off...

The most common bullish argument lately is based on the fact that nominal money market balances have gone parabolic in the past couple of...